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Sheet POR-00 Rev 2026.08
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Manual · Identity Manual

Portal manual.

Workforce directory, single sign-on, federation, access governance and audit logs for Cadres and your own applications.

Audience: Identity and security administrators Focus: Directory, sign-in and access governance

Portal is the identity provider for the Cadres products, and it also runs on its own. The first three pages describe how Portal models tenants, sign-in and access governance. The detailed guides after them cover specific administration tasks.

API reference and platform installation are not part of this manual.

Identity Foundation2 sheets
POR-01 Directory & Identity Foundation Tenants, accounts, users, groups, roles, sign-in policy and delegated administration. POR-02 Federation & Access Delivery Sign-in through your existing identity provider, application access, provisioning, guests and migration.
Governance & Control1 sheet
POR-03 Governance, Lifecycle & Audit Access packages, requests and approvals, joiner-mover-leaver workflows, access reviews and audit.
Detailed Operator Guides6 sheets
POR-04 Directory Administration Tenant membership, user lifecycle, guest invitations, recovery codes, passkeys and emergency identities. POR-05 Federation Operations Connecting upstream identity providers, routing sign-in, resolving account links and rolling out policy. POR-06 Governance & Birthright Access Access packages, approval policies, HR sources, lifecycle workflows, reviews and the access graph. POR-07 Audit Logs Searching and exporting the audit log, anomaly alerts, retention and tamper checks. POR-08 Identity Migration Inventory, compatibility assessment, cutover planning and rollback when moving from another identity provider. POR-09 Mobile Authenticator & Recovery The Portal Authenticator app: one-time codes, linked devices, sign-in approval and backups.
Read pathWhere teams usually start
  1. Read Directory & Identity Foundation first. It covers tenants, users, groups, roles and sign-in policy.
  2. Read Federation & Access Delivery when you connect an existing identity provider or add applications.
  3. Read Governance, Lifecycle & Audit when you set up access requests, reviews, or joiner, mover and leaver workflows.
BridgesHow Portal connects · optional
B-01

Meridian

Meridian uses Portal access reviews, grants and audit records as evidence for access controls.

B-02

Keystone

Keystone users sign in with Portal identities. Portal grants and removes Keystone access like any other application.

B-03

Relay

Relay technicians sign in through Portal, Relay roles are assigned in Portal, and Relay privileged credentials are held in the Portal vault.